Experience

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  Winternitz associates insurance brokers corp.

  Mar 2011 - Jul 2018

  Account manager

  • Analyzes client’s specific risk exposure and coverage requirements.• Identifies specific client and prospect client’s needs and develops innovative and cost effective solutions.• Prepares and presents marketing proposals for renewals and new business.• Reviews and revises insurance program in conjunction with the client’s business to ensure complete and appropriate coverage.• Establishes and maintains advisory relationship with existing clients in order to consult on pertinent business issues and provide appropriate solutions.• Delivers continuous excellence in servicing an existing book.• Cross-sell and expands the existing insurance programs with our clients in order to increase sales and cultivate new business opportunities.• Negotiates with underwriters to establish best terms and conditions with respect to premiums and coverage.• Establishes contacts and maintains strong relationships with insurers in an effort to achieve the best rates and coverage for the ultimate benefit of the clients.• Advises insurer in processing, and/or issuing new policies and policy renewals, changes, additions, deletions and cancellations where applicable.• Communicates directly with underwriters to follow up or obtain additional information.• Assists in the reviewing of claims and managing the client issues around claims handling. Advises what pertinent claim documents are needed.• Contacts third party loss adjuster and accompany the adjuster during inspection at the site. Consult with adjuster’s opinion on the appropriate actions to be done and the required additional information needed.• Communicates directly with insurer to have a speedy settlement of claims.• Communicates directly with motor shops (CASA and Non-CASA) in requesting for repair estimate and follows up repair status of vehicles.• Provides risk management services to the clients and advises on the potential risks that the company is facing. Perform risk inspection in the clients’ premises. Show less

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  Bpi-philam life assurance corp.

  Jul 2018 - Jan 2021

  Corporate solutions specialist

  • Solicit new business leads/ referrals from BPI Corporate Relationship Managers, Bancassurance Sales Executives and other channels that may be identified by the company.• Present to and close new business account.• Establish, maintain and cultivate relationship with the BPI Corporate Managers and other distribution channels identified by the company.• Introduce and endorse the Account Management team to the client during plan installation.• Prepare and submit sales report

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  Malayan insurance co., inc.

  Feb 2021 - now

  • Branch Head

    Feb 2021 - now

  • Branch Head

    Feb 2021 - now